Bank Management

Banks act as repositories for a specific categorization of items. Items need to be associated with a bank before they can be added to Build.

Bank Administrator: Access to all Build tools within their organization.

• Create other bank administrators. The organization admin can create another bank admins. This admin would NOT view any other items without other item banks being shared to this individual. 
• Users cannot create banks.  Users can be assigned to bank permissions. (Note: Users can be made admins of a bank, but would not be able to create their own banks.)

Adding a New Bank

1. Click on Banks tab from the top of the page, or the green Banks tab to go to the Bank Management page. 
2. Under the My Banks tab, click on the Add Bank button and enter the necessary details in the page that follows.
   • Name: Enter name for the bank to be created.
   • Description (optional)
   • Organization (optional)
   • Release status: Choose Draft if not complete and/or not ready for viewing yet, or further changes are needed to be made. Choose Published for it to be accessible by all.
   • Active: No to archive the bank, otherwise Yes.
3. Click Save to complete and return to the list of available banks 
4. The Actions column (rightmost column) allows you to Edit, Preview, Publish, Activate/Deactivate or Delete the corresponding bank.
5. The Shared Banks 

Add/update Bank Permissions

1. Click on Banks from the top of the page, or the green Banks tab to go to the Bank Management page. 
2. Click on the  icon, on the right of the bank name. This will direct you to the Bank Add Permissions page. 
3. Click on the Add Permission button and select the Recipient (user) name. The dropdown shows the usernames of those who may access the bank. 
4. Select the type of permission (Administrator, Author, Viewer) from the Permission dropdown and click Save.
   

   Bank Permissions

   • Admin: Access to edit, delete, and assign bank permissions. 
   • Author: Access to add, edit, delete items and content.
   • Viewer: View-only access to items and content.

Clicking on a bank from the list will show list of Bank Items and Bank Content. Use the Search field on the top right to locate a particular item from the list.